See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,842 | $70,606-88.9% | $53,898-85.4% | $142,382-94.5% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 15.86% | 619.81%-604.0pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,154 | $1,202-4.0% | $932+23.8% | $4,299-73.2% |
| Participant deferral / active EE | $1,154 | $2,364-51.2% | $1,826-36.8% | $6,507-82.3% |
| Admin fee / account holder | $498 | $2,852-82.5% | $2,491-80.0% | $12,624-96.1% |